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BE PRESENT FOR WHAT MATTERS MOST

Our clients are at the center of everything we do. We help them have financial clarity, confidence, and peace of mind so they can be present for what matters most. 

We are a fee-only, fiduciary advisor. We don't sell products or charge commissions. Our advice is objective and motivated by what is in your best interest. Your success is our success. 

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Who we serve

Our purpose is to build authentic relationships and improve the lives of the people we serve by working through their questions and concerns around money, and guiding them to a place of financial wellbeing.

Retirement Planning

Retirement Planning

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Family Wealth

Family Wealth

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Business Owners

Business Owners

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Our Services

Together, we build a financial roadmap for managing your wealth that is driven by your priorities, concerns, vision, and values. Your roadmap will include financial planning, investment management, tax planning and preparation, and estate planning. 

Financial Planning

Financial Planning


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Investment Management

Investment Management


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Tax Planning and Filing

Tax Planning and Filing


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Estate Planning

Estate Planning


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Let's Build Your Roadmap

We strive to create and enduring impact that is profoundly positive on the lives of the people we serve by earning the right to be their trusted advisor. 


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Meet Our Team

Aaron Leatherwood, CPA, CFP®, CWS®, MS

Aaron Leatherwood, CPA, CFP®, CWS®, MS

Partner | Wealth Advisor

(720) 642-6610

Jason Baer, CFP®, CWS®

Jason Baer, CFP®, CWS®

Partner | Wealth Advisor

(720) 642-6610

If you have questions or concerns around your money, let's connect. We can partner with you to create a financial roadmap that delivers financial clarity, confidence, and peace of mind.